Retirement tax questions

If the money was paid to a designated beneficiary, the payer needs to reissue the 1099s.

 

If the money was paid to the deceased after their death, then it was really paid to their estate.  The estate must file a separate tax return called a form 1041, not a regular form 1040.  You can prepare the 1041 with Turbotax Business, which is a PC only program on CD or download (not online and no Mac version).  

 

Here are some links,

https://ttlc.intuit.com/community/choosing-a-product/help/which-turbotax-do-i-need-to-file-a-return-...

https://ttlc.intuit.com/community/my-tax-return/help/how-do-i-file-form-1041-for-an-estate-or-trust/...

https://www.irs.gov/businesses/small-businesses-self-employed/deceased-taxpayers-filing-the-estate-i...

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